This article explains how to use Salesforce Screen Flow to open a record in a console sub-tab. By creating a text template that includes the record’s ID and using a display text component, users can click a link that opens the record within the console rather than a new browser tab. Two key steps are involved: (1) creating the text template with the record ID, and (2) displaying the template in the flow using the “Display Text” component.
Category: Admin
In this article, I introduce some user management features in Salesforce such as user access policies, view summaries of users, and permission sets. These features are either recently introduced or going to be generally available in the summer 24 release. I provide a step-by-step demonstration of how to enable and use the user access policy feature, which allows you to manage the assignment of permission sets, public groups, and queues to users. I also showcase the view summary feature, which displays all the permissions assigned to a user or a permission set on a single page. No action is requested from the viewers, but this video aims to provide valuable information about these user management features.
A solution to upload files from the same screen from where you get the record information from the end user.
DESCRIPTION: You want to record the data for the visitors that visit the Salesforce record pages. We can easily achieve this using screen flow with a few simple steps. SOLUTION: Create a custom object “Record Visitor” with the following fields. Object Name (text) Record Id (text) User (Lookup to user…
If an opportunity has a quote then it must be synced to the opportunity in order to make the opportunity stage to Closed Won.
Deactivate an account record if it has no “Closed Won” Opportunity for 180 days or no opportunity created in 180 days.